As Finance Professionals, ASC offers advise that is tailored to your best interest, and we maintain a fiduciary relationship with our clients.  ASC is a registered/licensed investment advisor in California.  We don’t sell securities and we don’t broker any transactions.  We make sure that there will be no conflict of interest when we provide advice.  For example, we do not receive any sales or commissions from any entity, and we do pay any referral fees to anyone who refers new clients to us.  We only operate for your best interest.

Investment Management

Wealth management, which is also known as money management and portfolio management, is for a client’s investment portfolio to contain financial assets and other securities with a strategy for long-term appreciation.

Premium Services

ASC provides Premium Services for all its clients regardless of how much of their assets are under ASC’s management.  Our Premium Services is not just limited to those clients whose assets under management with us is more than a certain high amount.  Instead, ASC’s clients are treated equally, and we apply no discrimination.

We Support Your Financial Interest

ASC is a fiduciary to our clients and their assets.  As a fiduciary, we maintain the highest level of care and interest for our clients and their assets which are under our management.  This fiduciary extends to all suitable recommendations advice that we provide to our clients.  We have our clients’ best interest in mind.  When managing your assets, ASC acts on your behalf with utmost honesty and integrity whether you are an individual or a business.